Upload a document and FinPilot turns it into a draft bill or expense for you to review — no manual data entry.
How it works
- In the FinPilot Hub, click Upload (or drag a file) — PDF, JPG, or PNG. On mobile, use the FinPilot button and pick a photo or file.
- The first time, accept the AI consent notice.
- Choose the document type: Expense Receipt or Vendor Bill / Invoice.
- FinPilot reads the document — merchant/vendor, amount, date, and line items — and then:
- for a receipt, matches it to your card or wallet transactions;
- for a bill, adds a draft to the AP Inbox and matches it to purchase orders. - Review the draft — it's marked Need Review — fix anything that's off, and approve it.
Note: Always double-check the extracted amounts before approving. FinPilot is accurate most of the time, but you're the final check. See What FinPilot can access and its limits.
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